GWA
IBDP

Gratus Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Gratus Wealth Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,101,714
Closed -$27.7M – 135
2024
Q3 		$27.7M Buy
1,101,714
+51,080
+5% +$1.28M 4.52% 9
2024
Q2 		$26.4M Buy
1,050,634
+16,777
+2% +$420K 4.55% 9
2024
Q1 		$25.9M Buy
1,033,857
+78,270
+8% +$1.96M 4.76% 7
2023
Q4 		$23.8M Buy
+955,587
New +$23.7M 4.69% 7

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Gratus Wealth Advisors's IBDP Position: Q4 2024 in Review

Gratus Wealth Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 1,101,714 shares — an estimated $27.7M sold.

Gratus Wealth Advisors first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $27.7M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Gratus Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Gratus Wealth Advisors sold 1,101,714 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $27.7M.
  • Gratus Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Gratus Wealth Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $27.7M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Gratus Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.